MFA
XYZ

McClarren Financial Advisors’s Block Inc XYZ Stock Holding History

McClarren Financial Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-108
Closed -$29K – 321
2025
Q1 		$29K Buy
+108
New +$8.06K 0.02% 173
2024
Q4 		– Sell
-134
Closed -$73 – 333
2024
Q3 		$73 Buy
134
+6
+5% +$388 0.01% 107
2024
Q2 		$37K Sell
128
-457
-78% -$32K 0.03% 165
2024
Q1 		$50K Hold
585
– – 0.04% 145
2023
Q4 		$45K Hold
585
– – 0.03% 165
2023
Q3 		$25K Hold
585
– – 0.02% 197
2023
Q2 		$38K Buy
585
+550
+1,571% +$34.4K 0.03% 171
2023
Q1 		$2K Hold
35
– – ﹤0.01% 294
2022
Q4 		$2K Hold
35
– – ﹤0.01% 306
2022
Q3 		$1K Buy
+35
New +$2.48K ﹤0.01% 299
2022
Q2 		– Sell
-35
Closed -$4K – 305
2022
Q1 		$4K Hold
35
– – ﹤0.01% 242
2021
Q4 		$6K Hold
35
– – ﹤0.01% 262
2021
Q3 		$8K Hold
35
– – 0.01% 225
2021
Q2 		$8K Buy
35
+14
+67% +$3.25K 0.01% 239
2021
Q1 		$5K Buy
+21
New +$4.91K ﹤0.01% 220

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return